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Portfolio (Quarterly) Guide ↗

CBIZ Investment Advisory Services, LLC

· CIK 0001795934
13F Portfolio $2.7B AUM 422 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 23 Added 239 Reduced 359 Exited
Page 8 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PICK ISHARES INC 246.0 $14K 0.00% $56.65 +1.1%
142 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 47.0 $14K $290.49 +5.5%
143 GDX VANECK ETF TRUST 148.0 $14K $91.78 -18.2%
144 RWL INVESCO EXCH TRADED FD TR II 116.0 $13K $114.66 +12.0%
145 VCSH VANGUARD SCOTTSDALE FDS 164.0 $13K $79.27 -0.7%
146 XMMO INVESCO EXCHANGE TRADED FD T 87.0 $13K $145.40 +14.2%
147 CASY CASEYS GEN STORES INC Consumer Cyclical 17.0 $12K $727.88 +7.7%
148 BWXT BWX TECHNOLOGIES INC Industrials 60.0 $12K $204.48 -6.5%
149 HMC HONDA MOTOR CO LTD Consumer Cyclical 500.0 $12K $24.31 +12.1%
150 TTEK TETRA TECH INC NEW Industrials 402.0 $12K -695.0 -63.4% $30.13 -3.2%
151 FBCG FIDELITY COVINGTON TRUST 240.0 $12K $50.12 +23.4%
152 BSJQ INVESCO EXCH TRD SLF IDX FD 506.0 $12K +7.0 +1.4% $23.15 -0.9%
153 BSJR INVESCO EXCH TRD SLF IDX FD 514.0 $11K +7.0 +1.4% $22.36 -0.2%
154 ENSG ENSIGN GROUP INC Healthcare 57.0 $11K -355.0 -86.2% $201.56 -18.2%
155 AIRR FIRST TR EXCHANGE TRADED FD 103.0 $11K $111.01 +16.5%
156 SBUX STARBUCKS CORP Consumer Cyclical 127.0 $11K -150.0 -54.1% $89.59 +15.4%
157 SLVP ISHARES INC 318.0 $11K $35.51 -12.9%
158 SCHF SCHWAB STRATEGIC TR 446.0 $11K $24.75 +10.3%
159 TEL TE CONNECTIVITY PLC Technology 52.0 $11K -114.0 -68.7% $209.02 -3.6%
160 CRM SALESFORCE INC Technology 58.0 $11K -141.0 -70.8% $186.67 -12.6%
Page 8 of 21  ·  415 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.9%
Technology 2.3%
Industrials 0.4%
Communication Services 0.4%
Healthcare 0.3%
Consumer Defensive 0.3%
Consumer Cyclical 0.2%
Utilities 0.1%
Energy 0.1%
Basic Materials 0.0%